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Focus Partners Wealth: EXEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on EXEL, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 139,276 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,276 shares
    Change vs previous 13F -6,753 shares

    0.01% of the 13F portfolio, value $7,578,042.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 112,673 shares
    • Focus Partners Advisor Solutions, LLC: 26,603 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 146,029 shares
    Change vs previous 13F -8,232 shares

    0.01% of the 13F portfolio, value $6,263,154.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 107,776 shares
    • Focus Partners Advisor Solutions, LLC: 38,253 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 154,261 shares
    Change vs previous 13F -28,672 shares

    0.01% of the 13F portfolio, value $6,761,287.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 107,574 shares
    • Focus Partners Advisor Solutions, LLC: 46,687 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 182,933 shares
    Change vs previous 13F +113,504 shares

    0.01% of the 13F portfolio, value $7,553,757.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 144,802 shares
    • Focus Partners Advisor Solutions, LLC: 38,131 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 69,429 shares
    Change vs previous 13F +11,764 shares

    0.01% of the 13F portfolio, value $3,059,674.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 39,837 shares
    • Focus Partners Advisor Solutions, LLC: 29,592 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 57,665 shares
    Change vs previous 13F +36,590 shares

    <0.01% of the 13F portfolio, value $2,128,968.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 38,458 shares
    • Focus Partners Advisor Solutions, LLC: 19,207 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 21,075 shares
    Change vs previous 13F -3,257 shares

    <0.01% of the 13F portfolio, value $701,797.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $631,416.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).